Contact TMA Technical Support at support@tmasystems.com, if you have any questions.
UI Export Options Have More Options |
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Path: Admin > Universal Interface > UI Setup |
Summary: If you use any of the UI Export windows, the Connection Type now support export to a flat file (Comma Delimited and Tab Delimited). Discussion: Previously, the selection was limited to Oracle or Microsoft SQL Server. The Export options (Work Order, HR Time & Labor, Purchase Requisitions, and Receivings) now accommodate both Comma Delimited Text File and Tab Delimited Text File to support export to a flat file. |
UPI Purchase Order Import – Purchase Requisition # |
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Path: Admin > Universal Interface > UI Setup |
Summary: If you use the UPI Purchase Import feature, you have a new Data Member option: PurchaseRequisitionNumber. Discussion: The new UPIPurchaseOrderImport object Data Member is added at the end of the existing list of data members and is called PurchaseRequisitionNumber. In addition, Purchase Requisition # has been added as a column in available import fields if UPI uses a text file instead of web services. NOTE: The detail code of the purchase order line (Part or OTP) being imported must correspond to a detail line in the selected purchase requisition. |
Capital Planning Enhancements |
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Summary: Several changes have been made to Capital Planning to streamline the workflow. Discussion: The batch job associated with Capital Planning has been renamed Capital Planning Processes. This is now the only batch job option related to Capital Planning. The Capital Planning Processes batch job will generate Work Elements from Renewal Items. Unlike the WebTMA PM function, there is no look forward. Every Active Renewal Program should have one open work Element, and when a Work Element is closed (if it is linked to a Renewal Program), this batch job will create another Work Element. The Schedule / Due dates are handled entirely by the Work Element. If the Schedule Date of the current open Work Element changes, then the Next Cycle date on the Renewal Program changes as well. Date fields on the Renewal Program are defined as follows: Last Cycle Date is calculated as the latest Work Element close date associated with the Renewal Program of all the closed Work Elements. Next Cycle Date is calculated as the Work Element’s schedule date associated with the Renewal Program of the open Work Element. Due Date is equal to the Renewal Program’s Last Cycle Date + the Frequency (in years). For example, if something is to be done every five years, and the last time it was done was 3/1/2015, then that date + 5 years in the cycle give the next due date as 3/1/2020. The Work Element window has been updated so that users can enter the Closed Date. The Action Menu link used to flag as Open/Closed has been removed. |